Finding the right financial advisor can be a challenge. It’s hard to find someone who you can trust when it comes to managing your money. In this video, I team up with Paul Roldan of AllGen Financial Advisors to help you make the right choice. You’ll learn what a financial advisor is, how a financial advisor is compensated, and what standards different financial advisors are bound by. You’ll come away with an understanding of what to look for in a financial advisor, where to look, and what kinds of questions to ask.
Have you ever worked with a financial advisor? What was it like? Let me know in the comments.
For our entire conversation, check out the Practical Personal Finance Podcast, and look for episode number 4:
Check out AllGen Financial on YouTube:
Check out the AllGenFinancial Website:
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6 comments
You see, I thought financial advisors were just for people that had too much money and don't know what to do with it. Thanks for setting me right.
new subscriber. I found you through Jessie. I like to ask every financial advisor. "what do you do with your money". if they don't do what they want you to do it may be a red flag.
Great video Andrew! Just happen to come across your channel 😀
I really enjoyed your video! Would you be willing to give me some feedback on my videos? I make videos related to anything money and I would love to grow and improve my videos in any way I can!
As someone who has family in the financial advising industry this is really important!
Great video with some really insightful recommendations! Such an under talked about subject on youtube